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Desjardins using CapIntel Correlate for client education, CFR help

Also, BDO releases AI for wealth management ....

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CIRO Hearing Panel issues Reasons for Decision in the matter of Robert Bernard Friesen

CIRO Hearing Panel issues Reasons for Decision in the matter of Robert Bernard Friesen
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Woman killed in city street crash was 'leader in financial planning' – Winnipeg Free Press

Breaking News, Sports, Manitoba, Canada ....

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What's worrying retirees — and their advisors? | Investment Executive

Firms need to address gaps in estate-planning support as cohort of elderly clients grows ....

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Advisors asking for more education opportunities | Investment Executive

The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training ....

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